Lance Marx Email & Phone Number
Portfolio Manager
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Lance Marx Location
- Denver, CO, US
Lance Marx Work
- Portfolio Manager @ Resolute Capital (May 2019 - Present)
- Principal @ (January 2011 - January 2018)
- Portfolio Manager @ Wells Capital Management / Montgomery Asset Management (January 2001 - January 2011)
- Equity Analyst - Mid Cap Portfolio @ Denver Investment Advisors (January 2000 - January 2001)
Lance Marx Education
- Columbia University
Certficiate in M&A
2019-2019 - Middlebury College
BA (Sociology)
1989-1993
Lance Marx Skills
- Vendor Management
- Equity Research
- Portfolio Management
- Due Diligence
- Business Development
- Valuation
- Asset Management
- Risk Management
- Strategic Planning
- Investments
- Financial Analysis
- Mid Cap Equities
- Finance
- Small Cap Equities
- CFA
- Board Presentations
- Financial Modeling
- Equities
- Investment Banking
- Budget Management
- Analytics
- Asset Allocation
- Asset Raising
- Business Strategy
- Capital Markets
- Executive Management
- Family Office
- Financial Services
- Foundations
- General Management
- Investment Management
- Investment Strategies
- Leadership
- Management
- Marketing Strategy
- Mergers & Acquisitions
- Mutual Funds
- Private Equity
- ROI Optimization
- Revenue Optimization
- Securities
- Start-ups
- Strategy
- Trading
- consulant relations
Lance Marx Summary
- Lance Marx, based in Denver, CO, US, is currently a Portfolio Manager at Resolute Capital. Lance Marx brings experience from previous roles at Elk Creek Partners, Wells Capital Management / Montgomery Asset Management and Denver Investment Advisors. Lance Marx holds a 2019 - 2019 Certficiate in M&A @ Columbia University. With a robust skill set that includes Vendor Management, Equity Research, Portfolio Management, Due Diligence, Business Development and more. Lance Marx has 1 emails and 1 mobile phone numbers on RocketReach.
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